Stephen Nelson
- CFP®
- CFA®
Birchwood Capital
Carlsbad, CA
Contact Stephen
Stephen can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Stephen specializes in
- Artist/Performer
- Business Owner/Entrepreneur
- Technology Professional/Engineer
- Corporate Officer
- Veterinarian
- Attorney at Law
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Estate and Legacy Planning
- Charitable Giving
- Saving and Investing for College
- Life Event Planning
- Real Estate Planning
- Benefits and Compensation Planning for Employers
Pricing
$9,800 per year, per relationshipBirchwood is a flat-fee financial advisor that assesses a fixed, flat, and completely transparent fee that does not change based on your assets under management. Fees range from $1,000 - $7,500 per quarter and are agreed to at the beginning of the client relationship. Our most common fee is currently $9,800.
About
Stephen Nelson is a Chartered Financial Analyst® (CFA) charterholder and CERTIFIED FINANCIAL PLANNER® professional who has spent his career in the investment management and financial planning profession. He helps clients manage their portfolios and plan for retirement, legacy and lifetime goals. His desire to more personally serve clients led to the creation of Birchwood Capital in 2020.
Stephen serves individuals and families throughout North County San Diego and across the country.
Stephen received a Master of Science in Finance along with a B.B.A of Finance from the Cox School of Business at Southern Methodist University in Dallas, Texas. He also holds the Chartered Financial Analyst® (CFA) Charter, CERTIFIED FINANCIAL PLANNER® designation, and is a member of XY Planning Network. Lastly, he serves as a committee member for the Rancho Del Sol area of Young Life.
Originally from Oregon, Stephen traveled to Texas to study business and play football. He and his wife met at school and now live in North County San Diego with their twin daughter and son, Rylynn & Brayden.
Together, the Nelson’s enjoy spending time with each other and their extended family, having friends over, getting outside, cooking up a new recipe, watching movies, reading, and savoring each of life’s moments.
Each year Stephen writes an ‘Annual Letter,’ which provides the best look into the character of the firm and its owner.